Data Communications Transceiver Markets: 2009-2014

Table of Contents

Executive Summary

• E.1 Datacom connectivity markets in the financial downturn
  • E.1.1 Impact on demand
  • E.1.2 Impact on funding
• E.2 Key opportunities in the datacom connectivity market
  • E.2.1 Are there still any opportunities under 10 Gbps?
  • E.2.2 10 GigE opportunities
  • E.2.3 Fibre Channel and SAS opportunities
  • E.2.4 HPC opportunities
  • E.2.4 What is the real market potential of parallel optics and active cabling?
• E.3 Summary of forecasts
  • E.3.1 Changes from Last Year

Chapter One: Introduction

• 1.1 Background to this report
  • 1.1.1 New directions in data networking: cloud computing and virtualization
  • 1.1.2 Processor speeds catch up with networking speeds
  • 1.1.3 Copper vs. MMF vs. SMF
• 1.2 Objective and scope of this report
• 1.3 Methodology of report
• 1.4 Plan of report

Chapter Two: Enabling Technologies, Standards and MSAs

• 2.1 Enabling technologies
  • 2.1.1 Optical integration and silicon photonics
  • 2.1.2 CWDM technology
• 21.3 The rise of parallelism
  • 2.1.4 Active optical cabling
  • 2.1.5 Passive and active copper cabling
  • 2.1.6 Trends in data center cabling: copper vs. MMF vs. SMF
• 2.2 Standards evolution
  • 2.2.1 10 GigE
  • 2.2.2 Fibre Channel: To 8 Gbps and beyond
  • 2.2.3 Are new standards needed?
• 2.3 MSA Evolution
  • 2.3.1 300-pin, XENPAK, XPAK and X2: The future
  • 2.3.2 XFP markets and opportunities
  • 2.3.3 SFP+ markets and opportunities
  • 2.3.4 MSAs for parallel optics

Chapter Three: Markets, Applications and Forecasts

• 3.1 Forecasting methodologies
  • 3.1.1 Changes from last yearA' s forecast
• 3.2 Impact of new trends in IT
  • 3.2.1 Cloud computing and virtualization
  • 3.2.2 Video in the enterprise and bandwidth demand
  • 3.2.3 The impact of mobile computing and communications
• 3.3 Ethernet markets
  • 3.3.1 Residential Ethernet forecasts
  • 3.3.2 Business Ethernet forecasts
  • 3.3.3 Forecast of Ethernet by media
  • 3.3.4 Servers, data centers and the market for 10 GigE
  • 3.3.5 Forecast of 10 GigE by IEEE standard
  • 3.3.6 Forecast of 10 GigE by MSA
  • 3.3.7 A note on 10 GigE and personal computers
  • 3.3.8 A Note on 10 GigE and residential Ethernet
  • 3.3.9 The future of GigE
  • 3.3.10 Summary of Ethernet forecasts
• 3.4 Fibre Channel, InfiniBand, SAS and parallel optics
  • 3.4.1 Fibre Channel market analysis
  • 3.4.2 Fibre Channel market forecasts
  • 3.4.3 InfiniBand and parallel optics analysis
  • 3.4.4 Parallel optics market forecasts
• 3.5 Summary of market forecasts

Acronyms and abbreviations used in this report

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